Legal Representation
Attorney
Timothy D. Sitzmann
USPTO Deadlines
Application History
12 events| Date | Code | Type | Description |
|---|---|---|---|
| Jun 29, 2025 | PARI | I | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Jun 29, 2025 | AMPX | O | PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED |
| Jun 5, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Jun 5, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Jun 5, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Mar 5, 2025 | DOCK | D | ASSIGNED TO EXAMINER |
| Mar 5, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN |
| Mar 5, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED |
| Mar 5, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Mar 4, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Mar 4, 2025 | MDSM | E | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Aug 21, 2024 | NWAP | I | NEW APPLICATION ENTERED |
Detailed Classifications
Class 035
Business management consultation and services, namely, managing and administering payroll and accounting including tax advisory services for businesses; financial and business record keeping; business assistance, advisory services and consultancy in the fields of budgeting, bookkeeping, and organizing and processing paperwork; charitable services, namely facilitation and management of monetary and in-kind gifts and donations for charitable purposes
First Use Anywhere:
Jun 5, 2023
First Use in Commerce:
Jun 5, 2023
Class 036
Estate trust management; management of taxes; cash management; bill payment services
First Use Anywhere:
Jun 5, 2023
First Use in Commerce:
Jun 5, 2023
Class 045
Personal concierge services for others comprising making personal arrangements and reservations, personal shopping, running errands, sorting mail, organizing paperwork, and providing customer specific information to meet individual needs
First Use Anywhere:
Jun 5, 2023
First Use in Commerce:
Jun 5, 2023
Additional Information
Design Mark
The mark consists of a stylized "S" to the left of the words "SIMPLIFY WEALTH" in a stylized font.
Color Claim
Color is not claimed as a feature of the mark.
Pseudo Mark
S SIMPLIFY WEALTH
Pseudo Mark
S SIMPLIPHY WEALTH
Classification
International Classes
035
036
045